ADVISOR BIO

Stacy Beattie is a registered Investment Advisor Representative with Lido, based in Los Angeles, CA. Stacy has over 14 years of experience in the financial services industry. Stacy has held previous roles with Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., and Lehman Brothers Inc. Stacy has a Series 66, Series 7, Series 7TO, Series 4 and SIE license and specializes in financial planning, educational seminars, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Stacy serves high-net-worth individuals, corporations, charitable organizations, and other investment advisors.

SPECIALIZATIONS

ADVISOR BIO

Stacy Swain is an investment advisor representative who has been in the financial services industry since April 1989. Stacy is currently registered with Rockefeller Financial LLC and has branch office locations in San Francisco and Walnut Creek, CA. Stacy has previous experience with firms like FIRST REPUBLIC SECURITIES COMPANY, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Stacy is also a registered investment advisor representative in Texas.

SPECIALIZATIONS

ADVISOR BIO

Stacy Tjitradi is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Stacy has been in the industry since November 2006 and has held various roles, including at Wells Fargo Advisors LLC and Wells Fargo Bank. Stacy is a registered representative in California, Tennessee, and Virginia, with a focus on providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Stacy holds the Series 66, Series 7, and SIE exams.

SPECIALIZATIONS

ADVISOR BIO

Stacy Borek is a financial advisor registered with the state of California and has been in the industry since 2013. Stacy Borek is a CERTIFIED FINANCIAL PLANNER™ professional. Stacy Borek's firm, Capital B Financial Planning, LLC, provides financial planning and portfolio management for individuals. In addition to financial planning, Stacy Borek also provides tax accounting services as a tax accountant for Ridgeway & Warner.

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ADVISOR BIO

Stacy Linn Hering-astor is an active financial advisor with over 37 years of experience in the industry. Stacy has held registrations with several firms including Sentra Securities Corporation and SAGEPOINT FINANCIAL, INC. Stacy currently is an investment advisor representative with Osaic Wealth, Inc. Stacy specializes in serving individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Stacy Steven Smith is a registered investment advisor representative with U.S. Bancorp Advisors, LLC. Stacy has been in the securities industry since November 22, 1992. Stacy has passed the Series 4, Series 7, Series 24, Series 53, Series 63, Series 99TO and SIE exams. Stacy is currently registered in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Stacy is also registered with FINRA and the Securities and Exchange Commission.

SPECIALIZATIONS

ADVISOR BIO

Stacy Marie Gager is a financial advisor at Wells Fargo Clearing Services, LLC, in Carlsbad, CA. Stacy has been in the financial services industry since 2001. Stacy is licensed in California, Florida, Minnesota, and Utah. Stacy specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Stacy has passed the Series 6, Series 7TO and the SIE exam, as well as the Series 63 exam.

SPECIALIZATIONS

ADVISOR BIO

Stacy Ann Trejo is an investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC, located in Pasadena, California. Stacy Ann Trejo is registered in California and has been in the industry since June 5, 2011. Stacy Ann Trejo has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7).

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ADVISOR BIO

Stacy Eller is a financial advisor with J.P. Morgan Securities LLC. Stacy has been in the financial services industry since 2009 and has a strong track record of helping clients achieve their financial goals. Stacy is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, and 66 licenses. Stacy is also licensed to provide investment advisory services. In addition to her role at J.P. Morgan Securities LLC, Stacy is also an employee of JPMorgan Chase Bank, N.A. and is able to offer certain bank products and services.

SPECIALIZATIONS

ADVISOR BIO

Stacy Lynn Sternportman is a financial advisor with over 35 years of experience in the financial services industry. Stacy is currently registered with Hilltop Securities Inc. Stacy has a broad range of experience and holds a Series 7, Series 63, and SIE licenses. Stacy has also been active in providing financial advice in several states. Stacy is committed to providing personalized financial advice to help clients achieve their financial goals.

SPECIALIZATIONS